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Pinned ideas

PINNED Registration - Gender
The gender identity field is limited as only "Male, Female, or Unassigned" can be selected at the time of registration. Some current clients and potential ones have expressed the need for the ability to list additional gender identities.

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Auto populate Tuition Express ID in Salesforce Accounts

Currently the only place to find a Tuition Express account number is in BAM. Adding this field in Salesforce would benefit multiples teams/depts. It would be important for this TE ID to only be visible in SF once a TE account status is "Pending/Pr...
John Fargason almost 3 years ago in TE Transactions / Reduce Resources to support TE 1 Already exists

Ability to send emails through Communication using staff email addresses

It would allow for more clear communication and keep parents from deleting emails/thinking emails are spam.
Guest over 3 years ago in SCW 0 Already exists

Make Gender visible on Child Profile

The Preparatory School-Dripping Springs - 35665535 Customer would like to be able to see a child's gender in the children information without having to click in to the child's profile to see it. They would ideally like to see this information sit ...
Jesse Hartman about 2 years ago in Procare Desktop / Internal Facing 1 Already exists

Ability for scheduled reports to run for date range, current billing period etc

Unable to run scheduled reports by current billing period, and/or date range
Melissa Winterborne about 2 years ago in SCW 1 Already exists

Batch Recurring Payments Feature

Currently Recurring Payments feature is only able to be sent individually to parents, and user would like to be able to send to a batch of parents
Owen Carlson over 2 years ago in Procare Desktop / External 1 Already exists

Opt in/out options on registrations (On behalf of client)

Currently members are only required to check a box during the registration process This information is not accessible from DCW in situations that may arise due to an injury, behavior issue, alcohol issue, etc. There is no way to print any of these...
Guest over 5 years ago in SCW 0 Already exists

Auto-Checkout Configuration (End of Day Process)

Add configuration to allow centers to select if children should auto-check out at a certain time. This will help to make sure attendance records are complete.
Kristina Gass over 5 years ago in SCW 1 Already exists

Allocation on manual adjustment

It will make my T/E allocation report correct. Manual adjustments right now goes into the "other" Column
Guest about 3 years ago in SCW 0 Already exists

more information on "Outstanding Payment report"

On Outstanding Payment screen allow you to see who is an "active" client, and who is on Auto-Pay.
Guest about 3 years ago in SCW 0 Already exists

Control expiration of Scheduled Reports

Every couple of months the people using Scheduled Reports need to recreate them.
Guest over 3 years ago in SCW 1 Already exists